WHO WE SERVE

ATHLETES & ENTERTAINERS

We understand you have specific career situations:

You earn a large amount of income during a relatively short amount of time

You may be traded or work on-location in many different cities

You may have business opportunities regularly and may not know how to approach these

Unlike many advisors who tend to overlook risk management strategies that help protect your income, we are highly sensitive to this area of planning and have developed an efficient and holistic planning service around it. We are committed to helping the successful athletes and entertainers we work with find what works for their unique situation.

Client Center

Securities offered through Coastal Equities, Inc., member FINRA / SIPC. Investment advisory services offered through Woodridge Wealth Management, LLC. Coastal Equities, Inc. is not affiliated with Centric Capital Advisors Inc. or Woodridge Wealth Management LLC. Coastal Equities, Inc. does not provide legal or tax advice, and is not a Certified Public Accounting firm. The above links are provided for your information only. As they are provided by third parties, Coastal Equities, Inc. does not endorse, nor accept any responsibility for the content. Coastal Equities, Inc. does not independently verify this information, nor do we guarantee its accuracy or completeness.

This site is published for residents of the United States only. Registered Representatives and Investment Advisor Representatives of Coastal Equities, Inc. may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed.